Thursday, May 14, 2026
Good afternoon, Ashley
Here is what needs attention across inquiries, proposals, contracts, invoices, sessions, and follow-ups.
Command center
New inquiries, due follow-ups, recent payments, and the next client-facing actions.
Pipeline snapshot
Lead / Client Pipeline
Move every relationship from inquiry through completion without losing the thread.
Calendar
Google Calendar sync, availability, buffers, and manual booking can connect here.
Services & Pricing
Edit service names, prices, descriptions, duration, and whether a service is bookable.
Consultation Notes
Upload or paste session notes so recommendations can be based on what the client actually shared.
AI Service Recommendations
Choose a consultation session and generate a ranked service/package recommendation for proposals.
Recommendation history
Use the latest recommendation as a starting point for proposals and contracts.
Files & Resources
Track uploads, resource sharing, rehearsal plans, PDFs, video notes, and client files.
| File name | Type | Status | Uploaded |
|---|
Finance
Invoices, deposits, partial payments, unpaid reminders, receipts, and manual payment tracking.
| Client | Amount | Status | Due |
|---|
Stripe integration
Online payments placeholder
Connect Stripe here later to create checkout links, collect deposits, track paid invoices, send receipts, and record refunds. Payment details should stay inside Stripe, not inside this CRM.
Contacts
Searchable CRM database with client type, tags, notes, lead source, and revenue.
| Name | Type | Total revenue |
|---|
Reports
Basic lead mix, monthly revenue, outstanding invoices, conversion signals, and repeat client tracking.
Settings
Connect calendar, email, payments, file storage, backups, privacy pages, and editable content.